Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$700K average
Assets Under Management
$46.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Hourly Rate:$250/hr

Marram generally charges an annual management fee of 2% of client's assets under management for non-qualified clients and 1% for qualified clients. If the client has not funded the account with the minimum investment amount within 90 days, they will be charged a non-funding account fee at $250 per hour. The minimum investment amount is $250,000, but this may be waived at Marram's discretion. Fees are generally non-negotiable, but Marram may waive or reduce fees at its discretion.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1220 Main Street, Suite 400, Vancouver, WA, 98660

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Marram Investment Management, LLC
June 2013 - Present · 12 yrs 7 mos
Previous Registrations
Marram Investment Management, LLC
February 2011 - January 2012 · 11 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.